Thanks for this feature. I'm finding it helpful in particular as a safety net to make sure I've actioned what we have discussed during the appointment.

A couple of quality of life suggestions:

Hi Team,

I think is a great feature. I think it could become infinitely more useful if the categories of tasks related to categories that you could give your templates. For example if I had a template that was categorised as a "Document" I could then click on the document button as in the example below and select an appropriate template to automatically start generating the document for completion of this task.

HI,

Is it possible to adjust the tasks feature so that the tasks remain linked to a named patient profile after the relevant note has been deleted? I prefer to delete my notes after a short period (24-48 hours) once I have ensured they are accurately transferred into my EMR. However the tasks then show as linked to a blank patient, which then relies on my memory to remember who they are about. I create patient profiles, which are obviously retained within Heidi, so is it possible to maintain the link to the profile and display the patient name after the note is deleted? I now have to keep notes on Heidi longer than I would like to maintain an accurate task list.

Thanks for working on this feature, looks like it will be useful.

Just letting you know, last week it was automatically generating tasks. Today it hasn't generated any tasks automatically. Even when at the end of one transcript I explicitly suggested it add a task. I can still manually add a task by clicking the new task button.

Loving the task feature, however, I notice that if I am using the phone app to generate the note, no tasks are created. There is no way to view the tasks in the app, and even when viewing the notes in a browser, it says tasks are empty; is there a way to make the tasks available in the app? Or at the least, is there a way to have a "Generate Tasks' button in the browser version that reads through the transcript and/or note to then generate a task list to bridge the gap until the app can be updated with the newer features?

LOVE this feature. Will there be something added where you can delegate a task to an assistant?

Hi,

I believe the tasks are still duplicating when the note is regenerating. Know you're looking into this.

Thanks

I am using this feature in beta and it seems to be working good. I was just wondering if there was any plans to expand on this feature to have Heidi autogenerate the order, referral letter, or requisition for that specific task simply by clicking on the task that Heidi already has generated in the task section. In other words, it's great that Heidi generates these tasks as it saves a lot of time. However, if you take it a step further and also have Heidi autogenerate the referral letter or requisition after you click on the task, rather than have to manually create it yourself, I think that will save even more time!

The Tasks feature appeared midway during my clinic and looks like its working great.

I would like to be able to collate individual patient tasks from each session into one combined task list at the end of clinic. I often have to go through all my notes at the end, or keep a running note of 'to-dos throughout the clinic. If I could click a button and autogenerate a task list at the end of clinic, this would save so much time and mental load.